SS&C's Black Diamond Wealth Platform Transforms Advisor Experience with Innovative Black Diamond CRM
PR Newswire
WINDSOR, Conn. , Nov. 2, 2023 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced the latest advancement in wealth management technology, the Black Diamond CRM module, integrated into the SS&C Black Diamond Wealth Platform .
Designed exclusively for wealth managers and advisory firms, the Black Diamond CRM module redefines the advisor experience by offering a comprehensive managed services solution to reduce the technology maintenance burden on advisors. This innovative module seamlessly complements SS&C's existing CRM solutions, Salentica Elements and Salentica Engage, providing firms with a low-maintenance option while ensuring a smooth transition to enhanced customization capabilities.
Key features of the Black Diamond CRM module include:
- InTouch : Empowering advisors to engage with clients at the right moment, tracking and creating last and next client touchpoints, including emails, calls, and client review activities.
- Account Opening : Supporting both single and multi-custodial workflows, account opening integrations save advisors time and enable them to deliver a better client experience.
- Time & Expense : Enabling advisors to gain insights into time and resource allocations, facilitating assessment of the investment in client relationships, all with automated efficiency and profitability tracking.
- Workflow Manager : A comprehensive module streamlining and automating business processes efficiently through dynamic templates, approvals, checklists, and task management orchestration.
- Robust Email Integration : A native in-email app that bridges the gap between CRM and major email solutions, such as Outlook and Gmail, eliminating manual data transfers and synchronizing contacts, events, and tasks.
- Pre-built Integrations : Access to a curated catalog of custodial and advisor technology integrations, simplifying and automating the tech stack with support from Black Diamond's CRM experts.
"Black Diamond CRM incorporates robust CRM capabilities into SS&C's Black Diamond Wealth Platform and brings the power of the leading enterprise CRM platform to advisory firms of all sizes to fit their business," said Steve Leivent , Co-General Manager, SS&C Advent. "This latest enhancement complements Black Diamond's ongoing momentum, which recently brought to market a model marketplace, financial planning, and proposal generation functionality."
SS&C continues to drive excellence in industry-specific CRM solutions, with offerings spanning Salentica, Tier1 , and now Black Diamond, all aimed at building trusted relationships and enabling wealth management firms and investment banks to deepen and expand their book of business.
About SS&C Technologies
SS&C is a global provider of services and software for the financial services and healthcare industries. Founded in 1986, SS&C is headquartered in Windsor, Connecticut , and has offices around the world. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
Additional information about
SS&C (Nasdaq:SSNC) is available at www.ssctech.com .
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SOURCE SS&C